Your Peace of Mind Estate Planning
Starter Kit is here.

Download everything below, whenever you need it. We've also sent a copy to your inbox, so you'll always have it even if you close this page.

Start Here

  • Your Estate Planning Gap Score — Download

The Five Stages

  • Stage One, Understand: Estate Planning Overview for Canadians — Download

  • Stage One, Understand: My Core Estate Documents Checklist — Download

  • Stage Two, Organize: Create Your Inventory — Download

  • Stage Three, Reflect: The Estate Values Map — Download

  • Stage Three, Reflect: The Reflect Worksheet — Download

  • Stage Four, Act: The Act Guide — Download

  • Stage Four, Act: Working Checklists — Download

  • Stage Five, Protect: Working Checklists — Download

Companion Tools

  • Your 30-Minute Family Conversation Guide — Download

  • Your Advisor Meeting Preparation Sheet — Download

  • Questions to Ask Locally — Download

  • The Six-Month Action Plan — Download

This resource is for general educational and organizational purposes only. It is not legal, tax, financial, investment, insurance, or medical advice. Please consult qualified professional advisors about your own circumstances.

While you are here, you may also want to watch the training:

The 5 Biggest Estate Planning Mistakes Canadians Make
and the 5-Stage System That Helps You Avoid Them.

Save My Seat →